Marketing: the five areas
Audience: marketing and customer-care staff who issue promotions, vouchers, subscriptions and wallet credit. You need: a permission per area — they are separate, and holding one grants nothing in the others.
Marketing covers five independent areas. They look similar and behave similarly, but each has its own data, its own permission, and its own rules.
| Area | What it holds | Permission |
|---|---|---|
| Promotional codes | Campaigns and the coupons generated from them | Promotional codes — view / edit |
| Vouchers | Single-use vouchers of a fixed amount | Voucher manager — view / edit |
| Personal promotions | Promotions attached to specific customers | Customer promo manager — view / edit |
| Loyalty subscriptions | Customer subscriptions | Subscriptions manager — view / edit |
| Wallets | Customer wallet credit and its movements | Wallet manager — view / edit |
Each area also has a CSV import permission of its own, separate again from view and edit. Someone who can edit wallet records cannot necessarily import wallet credit in bulk.
Finding the screens
All five live under the Marketing menu, each with its own section in the sidebar and the same row of options at the top — brand selector, export, import. The Marketing screen walks through that layout with screenshots, including the CSV specification panel each section provides.
Two things shared by all five
Before using any area, read these two pages. They explain mechanics that repeat everywhere and cause most of the confusion:
- How bulk changes work — the check → apply → track pattern, and the rule that protects already-redeemed records.
- Importing from a CSV — what the importers accept and how failures behave.
The rule that makes this safe
Across every area, bulk operations act only on records that have not been redeemed. A voucher a customer has already used, a wallet credit already spent, a coupon already applied to an order — these are never touched by a bulk update or a bulk delete.
This is what makes bulk changes recoverable in practice: the worst case is that you change records nobody has used yet.
The one place this bites is when the count comes back smaller than you expected. That usually isn't a filter problem — it's redemptions being excluded, exactly as intended.
Picking the right area
| You want to… | Area |
|---|---|
| Run a campaign with codes customers enter | Promotional codes |
| Give one customer a fixed-value voucher | Vouchers |
| Attach an offer to specific customers | Personal promotions |
| Manage a customer's subscription | Loyalty subscriptions |
| Add or adjust customer credit | Wallets |
These overlap less than they appear. A voucher is a fixed amount; a promotional code is a campaign rule; wallet credit is a balance. Choosing by what the customer receives gets it right nearly every time.
The pages in this chapter
| Topic | Page |
|---|---|
| The shared bulk mechanics | How bulk changes work |
| The shared import mechanics | Importing from a CSV |
| Campaigns, coupons, offers | Promotional codes |
| Importing promotional codes | Importing promotional codes |
| Fixed-value vouchers | Vouchers |
| Customer-specific offers | Personal promotions |
| Subscriptions | Loyalty subscriptions |
| Finding a customer's wallet | Wallets: finding a customer |
| Adding and adjusting credit | Wallets: managing records |
What you can and can't see
Everything here is scoped to the brand you are working in, and filtered further by your own scope — see How scope works in practice.